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Estate and Legacy Planning

Estate Planning in Pittsburgh, PA & Surrounding Areas

At The Montgomery Grunwald Group, we understand that estate planning is more than just managing assets and property, it involves passing down a legacy of values to future generations. For some, the topics of estate planning, wills, and life insurance are uncomfortable. Yet often, with the passing of a loved one, it is the unknown intentions and wishes of the deceased that cause the most confusion and can exacerbate strained family relationships. 

Rather than focusing on the uncertainties that make estate planning so vital, it is important to see that this kind of planning can bring peace of mind and the assurance that you have made your wishes for your estate known.

Estate Transfer

Estate planning is essential to secure a smooth transition of your assets to the next generation. Our advisors work closely with you to ensure your estate transfer aligns with your personal and financial goals, minimizing potential legal hurdles and taxes.

Coordination of Legal Documents

Legal documents such as wills, powers of attorney, and living wills form the backbone of effective estate planning. We coordinate with experienced attorneys to ensure these documents are structured correctly to reflect your wishes accurately and legally. Some documents you may be familiar with include:

  • Wills: These aim to ensure your assets are distributed according to your wishes.
  • Powers of Attorney: Empower a trusted person to manage your affairs if you're unable to do so.
  • Living Wills: Guide your loved ones and healthcare professionals on your preferences in medical treatments.
  • Trusts: Trusts are a vital tool in estate planning, offering you control over your assets beyond your lifetime. 

Whether you aim to manage your wealth, protect your legacy, or provide for your loved ones, we can help you establish the right types of documents and trusts that align with your objectives.

Charitable Giving

Charitable giving is not only an expression of your values but also an integral part of estate and legacy planning.

We assist you in integrating charitable strategies that benefit your preferred causes, positively impacting society, and optimizing tax advantages.

Life Insurance Needs

Life insurance is a cornerstone of a comprehensive estate plan, providing financial security for your beneficiaries.


Our advisors analyze your life insurance needs to ensure your family’s financial stability and the continuity of your legacy.

Overall Coordination with Family

Effective estate planning involves open communication and coordination with your family. We facilitate family meetings to discuss and align estate planning goals, ensuring that everyone involved understands and supports the plan. In this way, we also hope to strengthen our relationship with your family as long-term, multi-generational trusted partners in your financial well-being.

Frequently Asked Questions

What is legacy planning?
Legacy planning is a broader concept than estate planning, focusing not only on assets but also on the personal values and stories that define your family. It ensures that your legacy continues through generations in both material and emotional senses.

Why is having a power of attorney important in estate planning?
A power of attorney is crucial as it allows you to appoint a trusted individual to manage your financial and health affairs if you are unable to do so, ensuring that your wishes are carried out exactly as you envision.

How often should I update my will?
It is advisable to review and possibly update your will every three to five years or after major life events such as marriage, divorce, the birth of a child, or significant changes in financial status.

Ready to Create an Estate Plan?

If you don’t have an estate plan or if your current plan needs to be revisited, we would love to help! We can assist in coordination with all the right people in your family and the professionals who serve you, ensuring you have all the right documents prepared properly. We will also help you set up your accounts in the most tax-advantaged ways so that your wealth is protected and your family legacy is secured. Don’t put your estate plan on the back burner and risk undue taxes, probate, or confusion that can be easily avoided. Contact the Montgomery Grunwald Group today–we welcome the opportunity to work with you and your family!

While Baird does not offer tax or legal advice, our Financial Advisors regularly work with clients’ attorneys and tax professionals to help ensure that all phases of wealth management are addressed. Please consult your legal or tax professional for specific information.

Find Out How We Can Help Your Family

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